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13 days ago
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Cdfh·13 days ago
13 days ago

【凱基人壽】理財服務人員(台北)

敦北大樓(人壽)Mid · 2-5 years

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Must-have skills for this role

  • 保險
  • 財富規劃
  • 稅務
  • 資產傳承

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What you'll do

  • 保險、稅務等相關課程培育訓練
  • 提供優質高資產保戶及專屬保險商品推廣
  • 為高資產客戶或家族進行財富規劃與資產傳承建議
  • 維繫既有高資產客戶關係與售後諮詢服務

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Join us to build a leading financial company in Asia!

Job Family

銷售支援與管理/Sales Support and Administration

Job Description

1.保險、稅務等相關課程培育訓練
2.提供優質高資產保戶及專屬保險商品推廣
3.為高資產客戶或家族進行財富規劃與資產傳承建議
4.維繫既有高資產客戶關係與售後諮詢服務

Education – Degree / Field of Study

Work Shift

正常工時 (Regular) - 需打卡 (Taiwan)

Company

Cdfh
敦北大樓(人壽)

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Cdfh's careers site·first seen 9 Sept 2026·last verified 9 Sept 2026·How we source jobs

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